Matt Johnson, CFP® Profile Photo

Matt Johnson, CFP®

Matt Johnson, CFP®, RICP®, WMCP®, helps physicians navigate the unique challenges and opportunities their careers present to make the wisest money decisions. As a fiduciary, Matt works with his team to provide expert care and guidance in each person’s best interest to create individualized financial plans.

About Matt Johnson, CFP®

Current Role

Financial planner


  • Insurance
  • Debt Management
  • Asset Protection
  • Retirement Accumulation
  • Retirement Distribution
  • Tax Minimization
  • Estate Planning


  • National Association Of Insurance & Financial Advisors Quality Award 2015-2022

Certifications & Degrees

  • Certified Financial Planner™
  • Retirement Income Certified Professional
  • Wealth Management Certified Professional
  • Bachelor's degree in business from Miami University

Personal Finance Experience

Matt is a certified financial planner (CFP®), retirement income certified professional (RICP®), and wealth management certified professional (WMCP®). He has spent 22 years helping individuals maximize the use of their human capital.

He began building his practice right after graduating from Miami University in Oxford, Ohio. He worked with young professionals initially but quickly began sponsoring financial education seminars for various residency programs in the teaching hospitals in his area. His ability to communicate complex financial topics in an easy-to-understand way quickly solidified his role as an expert in the medical market.

Today, Matt serves physicians and their families all over the country. He helps them protect their family’s financial security against life’s unexpected events and save for the things that matter most to them in the future. Lastly, he helps them create a spending/distribution strategy so that they don’t run out of money prematurely, and they pay as little tax as possible.

The relationships Matt builds are deep and the impact he has is large. He is grateful for the opportunity to help chart the course for so many hardworking people.

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